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Elwood & Goetz Wealth Advisory Group’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Elwood & Goetz Wealth Advisory Group’s Portfolio VUG Stock Details VUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$899K Sell
10,434
-696
-6% -$58.6K 0.13% 56
2026
Q1 		$810K Buy
11,130
+228
+2% +$17.7K 0.14% 50
2025
Q4 		$886K Buy
10,902
+834
+8% +$67.7K 0.16% 44
2025
Q3 		$805K Sell
10,068
-1,476
-13% -$113K 0.15% 43
2025
Q2 		$843K Buy
11,544
+1,200
+12% +$79K 0.18% 40
2025
Q1 		$639K Sell
10,344
-510
-5% -$34.4K 0.16% 39
2024
Q4 		$742K Buy
10,854
+24
+0.2% +$1.61K 0.18% 40
2024
Q3 		$693K Hold
10,830
– – 0.17% 43
2024
Q2 		$675K Sell
10,830
-132
-1% -$7.7K 0.19% 35
2024
Q1 		$629K Hold
10,962
– – 0.15% 44
2023
Q4 		$568K Hold
10,962
– – 0.12% 44
2023
Q3 		$498K Sell
10,962
-264
-2% -$12.5K 0.12% 45
2023
Q2 		$529K Hold
11,226
– – 0.12% 40
2023
Q1 		$467K Hold
11,226
– – 0.11% 42
2022
Q4 		$399K Sell
11,226
-132
-1% -$4.86K 0.12% 43
2022
Q3 		$405K Hold
11,358
– – 0.14% 43
2022
Q2 		$422K Sell
11,358
-690
-6% -$28.3K 0.14% 42
2022
Q1 		$578K Buy
12,048
+348
+3% +$16.5K 0.18% 36
2021
Q4 		$626K Sell
11,700
-216
-2% -$11.3K 0.19% 34
2021
Q3 		$576K Sell
11,916
-162
-1% -$8.06K 0.2% 31
2021
Q2 		$577K Hold
12,078
– – 0.22% 29
2021
Q1 		$517K Sell
12,078
-6
-0% -$257 0.21% 29
2020
Q4 		$510K Buy
12,084
+6
+0% +$239 0.23% 28
2020
Q3 		$458K Sell
12,078
-366
-3% -$13.5K 0.25% 25
2020
Q2 		$419K Hold
12,444
– – 0.26% 24
2020
Q1 		$325K Sell
12,444
-90
-0.7% -$2.7K 0.24% 23
2019
Q4 		$381K Sell
12,534
-522
-4% -$15.1K 0.27% 22
2019
Q3 		$362K Buy
13,056
+522
+4% +$14.5K 0.29% 22
2019
Q2 		$341K Buy
+12,534
New +$335K 0.29% 22

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

Elwood & Goetz Wealth Advisory Group's VUG Position: Q2 2026 in Review

Elwood & Goetz Wealth Advisory Group reduced its Vanguard Morningstar Growth ETF (VUG) stake by 6.3% in Q2 2026, selling an estimated $58.6K and leaving 10,434 shares worth $899K. The position accounts for 0.13% of the portfolio, ranked #56.

Elwood & Goetz Wealth Advisory Group first reported a position in VUG in Q2 2019 and has held it in 29 quarters since. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Elwood & Goetz Wealth Advisory Group held 10,434 shares of Vanguard Morningstar Growth ETF worth $899K as of Q2 2026.
  • Elwood & Goetz Wealth Advisory Group sold 696 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $58.6K.
  • Vanguard Morningstar Growth ETF made up 0.13% of Elwood & Goetz Wealth Advisory Group's portfolio in Q2 2026, its #56 holding.
  • Elwood & Goetz Wealth Advisory Group first reported a position in Vanguard Morningstar Growth ETF in Q2 2019 and has held it in 29 quarters since.
  • 2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.